UBS Group Portfolio holdings
UBS Group AG, formed through the 1998 merger of Union Bank of Switzerland and Swiss Bank Corporation with roots dating back to 1862, is a Swiss multinational investment bank and financial services firm headquartered in Zurich. Renowned for its dominance in wealth management, UBS serves high-net-worth individuals and families globally, managing trillions in assets, while also offering investment banking, asset management, and retail banking services in Switzerland. The firm has weathered significant challenges, including a major bailout during the 2008 financial crisis, but has since refocused on stability and sustainable growth, emphasizing digital transformation and ESG (environmental, social, governance) investing. With a strong European base and a global reach, UBS remains a cornerstone of the international financial landscape.
Top Buys
| 1 |
Amazon
AMZN
|
$432M |
| 2 |
Meta Platforms (Facebook)
META
|
$388M |
| 3 |
UBS Group
UBS
|
$264M |
| 4 |
Sherwin-Williams
SHW
|
$252M |
| 5 |
iShares MSCI ACWI ETF
ACWI
|
$228M |
Top Sells
| 1 |
Alibaba
BABA
|
$2.71B |
| 2 |
Invesco QQQ Trust
QQQ
|
$526M |
| 3 |
Financial Select Sector SPDR Fund
XLF
|
$481M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$461M |
| 5 |
iShares Gold Trust
IAU
|
$445M |
Sector Composition
| 1 | Technology | 15.52% |
| 2 | Financials | 9.63% |
| 3 | Consumer Discretionary | 8.23% |
| 4 | Healthcare | 7.95% |
| 5 | Communication Services | 6.29% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
26
Procter & Gamble
PG
$368B
| $1.44B | 0.46% | 10,636,229 +546,895 | +5% | +$73.8M |
|
27
Vanguard Value ETF
VTV
$144B
| $1.41B | 0.46% | 10,269,992 +648,699 | +7% | +$89.2M |
|
28
Medtronic
MDT
$119B
| $1.36B | 0.44% | 10,993,593 -208,770 | -2% | -$25.9M |
|
|
29
Alibaba
BABA
$322B
| $1.3B | 0.42% | 5,723,168 -11,945,355 | -68% | -$2.71B |
|
30
Comcast
CMCSA
$125B
| $1.27B | 0.41% | 22,277,737 +1,207,206 | +6% | +$68.8M |
|
31
iShares Core MSCI Emerging Markets ETF
IEMG
$102B
| $1.27B | 0.41% | 18,939,215 +344,538 | +2% | +$23.1M |
|
32
UnitedHealth
UNH
$281B
| $1.2B | 0.39% | 2,984,444 -76,423 | -2% | -$30.6M |
|
33
McDonald's
MCD
$224B
| $1.18B | 0.38% | 5,096,972 -158,547 | -3% | -$36.6M |
|
34
Salesforce
CRM
$245B
| $1.17B | 0.38% | 4,787,286 +102,572 | +2% | +$25.1M |
|
35
iShares Core S&P Mid-Cap ETF
IJH
$100B
| $1.17B | 0.38% | 4,349,701 +97,424 | +2% | +$26.2M |
|
36
Vanguard S&P 500 ETF
VOO
$726B
| $1.16B | 0.38% | 2,958,888 -42,843 | -1% | -$16.9M |
|
37
Thermo Fisher Scientific
TMO
$186B
| $1.16B | 0.37% | 2,298,523 -158,057 | -6% | -$79.7M |
|
|
38
iShares MSCI ACWI ETF
ACWI
$22B
| $1.12B | 0.36% | 11,094,989 +2,255,734 | +26% | +$228M |
|
39
AbbVie
ABBV
$372B
| $1.09B | 0.35% | 9,637,812 +398,307 | +4% | +$44.9M |
|
40
iShares Russell 1000 Value ETF
IWD
$63.5B
| $1.08B | 0.35% | 6,809,614 +346,201 | +5% | +$54.9M |
|
41
iShares Core S&P Small-Cap ETF
IJR
$85.2B
| $1.07B | 0.35% | 9,513,984 +31,104 | +0.3% | +$3.51M |
|
42
SPDR Gold Trust
GLD
$107B
| $1.07B | 0.34% | 6,437,633 +297,802 | +5% | +$49.3M |
|
43
United Parcel Service
UPS
$74.1B
| $1.05B | 0.34% | 5,052,377 -518,274 | -9% | -$108M |
|
44
Berkshire Hathaway Class B
BRK.B
$1.09T
| $1.05B | 0.34% | 3,774,430 -572,227 | -13% | -$159M |
|
45
Coca-Cola
KO
$297B
| $1.04B | 0.33% | 19,172,554 -104,128 | -0.5% | -$5.63M |
|
46
Costco
COST
$418B
| $1.01B | 0.32% | 2,542,524 +5,564 | +0.2% | +$2.2M |
|
47
Broadcom
AVGO
$1.4T
| $1B | 0.32% | 2,100,398 +461,839 | +28% | +$220M |
|
48
Vanguard FTSE Developed Markets ETF
VEA
$171B
| $994M | 0.32% | 19,296,364 +626,585 | +3% | +$32.3M |
|
49
iShares MSCI Emerging Markets ETF
EEM
$19B
| $988M | 0.32% | 17,907,995 +3,215,047 | +22% | +$177M |
|
50
PayPal
PYPL
$67.1B
| $966M | 0.31% | 3,315,832 +402,800 | +14% | +$117M |
|